Build trusted member relationships through financial advice, investments, loans, and insurance recommendations in a hybrid Desjardins setting. Help clients pursue goals with sound risk management.
As a Personal Finance Advisor, you serve mainly individual members and businesses. You listen to financial needs, recommend suitable solutions, and balance satisfaction, business objectives, profitability, and prudent risk management. Interpersonal savvy and current industry knowledge support your work with partners and experts.
Key Responsibilities:
- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Recommend investments, loans, and insurance products
- Manage relationships and assess service quality
- Represent the caisse through community outreach activities
Requirements:
- Bachelor’s degree in a related field
- Minimum one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Action orientation and customer focus
Apply financial expertise, relationship management, and investment knowledge as a Desjardins Personal Finance Advisor serving members and clients.